Would like to add fund name in the process summary for each grant process.
Many times a grant process is associated with a specific fund name. For example: "Ann and Abe Effron Grants 2019" (grant process) is associated with "Ann and Abe Effron Donor Advised Fund". When letters and grant agreements are being generated through document templates, we would love to be able to merge in the fund name for each grant process and not the name of the process itself. The perfect place to add the fund name would be in the process summary, along with the process name, budget, start date, end date, visibility and description. This way it only needs to be set up once for each grant process and not entered into each application (which is what we have to do now) submitted through a grant process. Thank you.
Anonymous
shared this idea
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Rhonda Thomson
commented
This would also be helpful in the SLM process as well as the GLM Process.